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National Planning Corporation’s United Parcel Service UPS Stock Holding History

National Planning Corporation’s Portfolio UPS Stock Details UPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-5,984
Closed -$719K – 568
2017
Q3 		$719K Sell
5,984
-1,086
-15% -$123K 0.06% 289
2017
Q2 		$782K Sell
7,070
-368
-5% -$39.3K 0.06% 301
2017
Q1 		$793K Sell
7,438
-16
-0.2% -$1.75K 0.06% 280
2016
Q4 		$783K Sell
7,454
-7
-0.1% -$789 0.06% 277
2016
Q3 		$819K Sell
7,461
-18
-0.2% -$1.97K 0.07% 262
2016
Q2 		$804K Buy
7,479
+478
+7% +$49.8K 0.06% 284
2016
Q1 		$715K Sell
7,001
-1,136
-14% -$110K 0.06% 292
2015
Q4 		$776K Buy
8,137
+1,132
+16% +$116K 0.06% 301
2015
Q3 		$729K Sell
7,005
-239
-3% -$23.6K 0.07% 273
2015
Q2 		$746K Sell
7,244
-587
-7% -$58.3K 0.07% 267
2015
Q1 		$784K Sell
7,831
-2,524
-24% -$259K 0.07% 250
2014
Q4 		$1.12M Sell
10,355
-3,208
-24% -$339K 0.08% 226
2014
Q3 		$1.34M Sell
13,563
-1,710
-11% -$170K 0.1% 194
2014
Q2 		$1.57M Sell
15,273
-631
-4% -$63.4K 0.12% 171
2014
Q1 		$1.56M Buy
15,904
+533
+3% +$52K 0.13% 156
2013
Q4 		$1.63M Sell
15,371
-405
-3% -$39.9K 0.15% 156
2013
Q3 		$1.45M Buy
15,776
+435
+3% +$38.2K 0.14% 161
2013
Q2 		$1.33M Buy
+15,341
New +$1.32M 0.16% 139

Other funds holding UPS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

National Planning Corporation's UPS Position: Q4 2017 in Review

National Planning Corporation sold out of United Parcel Service (UPS) in Q4 2017, closing a stake of 5,984 shares — an estimated $719K sold.

National Planning Corporation first reported a position in UPS in Q2 2013 and held it in 18 quarters. The position peaked at $1.63M in Q4 2013. 1,429 funds tracked by Wall St. Rank hold UPS as of Q4 2017.

  • National Planning Corporation reported no remaining United Parcel Service position as of Q4 2017 after selling out during the quarter.
  • National Planning Corporation sold 5,984 United Parcel Service shares in Q4 2017, an estimated $719K.
  • National Planning Corporation first reported a position in United Parcel Service in Q2 2013 and held it in 18 quarters.
  • National Planning Corporation's United Parcel Service position peaked at $1.63M in Q4 2013.
  • 1,429 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2017.

Based on National Planning Corporation's 13F filing for Q4 2017, filed 14 Feb 2018.